HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 WISDOMTREE TR |
1,515,255 | +99,261 | $37,988 |
| USFR | 1,515,255 | +99,261 | $37,988 |
| ISHARES TR (USMV) |
203,758 | +203,758 | $12,578 |
| USMV | 203,758 | +203,758 | $12,578 |
| COLGATE PALMOLIVE CO |
150,649 | -60 | $10,797 |
| CL | 150,649 | -60 | $10,797 |
| SPDR SER TR (SHM) |
146,821 | +1,506 | $7,184 |
| SHM | 146,821 | +1,506 | $7,184 |
| APPLE INC |
21,589 | -965 | $4,273 |
| AAPL | 21,589 | -965 | $4,273 |
| SCHWAB STRATEGIC TR |
54,522 | -5,992 | $3,846 |
| SCHB | 54,522 | -5,992 | $3,846 |
| SCHWAB STRATEGIC TR |
50,888 | +3,253 | $3,572 |
| SCHX | 50,888 | +3,253 | $3,572 |
| MERCK & CO INC |
37,282 | -643 | $3,126 |
| MRK | 37,282 | -643 | $3,126 |
| JOHNSON & JOHNSON |
21,100 | +2,177 | $2,938 |
| JNJ | 21,100 | +2,177 | $2,938 |
| EXXON MOBIL CORP |
38,013 | +60 | $2,913 |
| XOM | 38,013 | +60 | $2,913 |
| MICROSOFT CORP |
21,683 | +371 | $2,905 |
| MSFT | 21,683 | +371 | $2,905 |
| SPDR SER TR (LGLV) |
23,774 | +23,774 | $2,560 |
| LGLV | 23,774 | +23,774 | $2,560 |
| SCHWAB STRATEGIC TR |
26,406 | -1,273 | $2,198 |
| SCHG | 26,406 | -1,273 | $2,198 |
| SPDR SERIES TRUST (SPLG) |
57,043 | +8,082 | $1,970 |
| SPLG | 57,043 | +8,082 | $1,970 |
| SCHWAB STRATEGIC TR |
32,982 | -2,176 | $1,852 |
| SCHV | 32,982 | -2,176 | $1,852 |
| ISHARES TR (QUAL) |
20,134 | +1,923 | $1,842 |
| QUAL | 20,134 | +1,923 | $1,842 |
| AMAZON COM INC |
896 | +33 | $1,697 |
| AMZN | 896 | +33 | $1,697 |
| SPDR INDEX SHS FDS (CWI) |
43,293 | -10,901 | $1,588 |
| CWI | 43,293 | -10,901 | $1,588 |
| ISHARES TR (INTF) |
53,740 | +3,208 | $1,411 |
| INTF | 53,740 | +3,208 | $1,411 |
| SPDR SERIES TRUST (SPTM) |
34,404 | -5,008 | $1,254 |
| SPTM | 34,404 | -5,008 | $1,254 |
| SCHWAB STRATEGIC TR |
20,557 | -8,757 | $1,174 |
| SCHM | 20,557 | -8,757 | $1,174 |
| BANK AMER CORP |
39,462 | -6,995 | $1,145 |
| BAC | 39,462 | -6,995 | $1,145 |
| SCHWAB STRATEGIC TR |
43,572 | +6,262 | $1,143 |
| SCHE | 43,572 | +6,262 | $1,143 |
| PUBLIC SVC ENTERPRISE GROUP |
19,018 | +1,926 | $1,119 |
| PEG | 19,018 | +1,926 | $1,119 |
| SCHWAB STRATEGIC TR |
34,350 | +1,683 | $1,102 |
| SCHF | 34,350 | +1,683 | $1,102 |
| ISHARES TR (IWF) |
6,254 | -544 | $984 |
| IWF | 6,254 | -544 | $984 |
| JPMORGAN CHASE & CO |
8,493 | +1,408 | $950 |
| JPM | 8,493 | +1,408 | $950 |
| ISHARES INC (EMGF) |
21,990 | +412 | $926 |
| EMGF | 21,990 | +412 | $926 |
| AUTOMATIC DATA PROCESSING IN |
5,470 | -660 | $904 |
| ADP | 5,470 | -660 | $904 |
| ISHARES TR (IWP) |
6,332 | -1,536 | $903 |
| IWP | 6,332 | -1,536 | $903 |
| ADOBE INC |
2,873 | -328 | $847 |
| ADBE | 2,873 | -328 | $847 |
| WALMART INC |
7,480 | +1,549 | $826 |
| WMT | 7,480 | +1,549 | $826 |
| VISA INC |
4,421 | +248 | $767 |
| V | 4,421 | +248 | $767 |
| BRISTOL MYERS SQUIBB CO |
16,865 | +478 | $764 |
| BMY | 16,865 | +478 | $764 |
| PFIZER INC |
17,437 | -4,641 | $756 |
| PFE | 17,437 | -4,641 | $756 |
| SPDR SERIES TRUST (MDYV) |
14,107 | -6,065 | $725 |
| MDYV | 14,107 | -6,065 | $725 |
| SCHWAB STRATEGIC TR |
25,434 | -4,438 | $709 |
| FNDF | 25,434 | -4,438 | $709 |
| NETFLIX INC |
1,893 | UNCH | $695 |
| NFLX | 1,893 | UNCH | $695 |
| CITIGROUP INC |
9,807 | +989 | $687 |
| C | 9,807 | +989 | $687 |
| ISHARES TR (IWB) |
4,143 | -875 | $674 |
| IWB | 4,143 | -875 | $674 |
| SPDR SERIES TRUST (MDYG) |
12,135 | -6,928 | $659 |
| MDYG | 12,135 | -6,928 | $659 |
| HOME DEPOT INC |
3,153 | UNCH | $656 |
| HD | 3,153 | UNCH | $656 |
| MASTERCARD INCORPORATED |
2,397 | -498 | $634 |
| MA | 2,397 | -498 | $634 |
| DISNEY WALT CO |
4,503 | +2,758 | $629 |
| DIS | 4,503 | +2,758 | $629 |
| LOCKHEED MARTIN CORP |
1,711 | -155 | $622 |
| LMT | 1,711 | -155 | $622 |
| ALPHABET INC |
564 | +48 | $611 |
| GOOGL | 564 | +48 | $611 |
| AT&T INC |
18,240 | +11 | $611 |
| T | 18,240 | +11 | $611 |
| SPDR INDEX SHS FDS (SPDW) |
20,353 | +2,232 | $602 |
| SPDW | 20,353 | +2,232 | $602 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
11,782 | -4,079 | $601 |
| VEU | 11,782 | -4,079 | $601 |
| ISHARES TR (SMLF) |
14,201 | -19,242 | $572 |
| SMLF | 14,201 | -19,242 | $572 |
See Full List: All Stocks Held By Prestige Wealth Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Prestige Wealth Management Group LLC
|
Size ($ in 1000's)
At 06/30/2019: $165,342 At 03/31/2019: $162,802 Prestige Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prestige Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings |
